ARTICLES ABOUT LARGE CAP BY DATE - PAGE 5

In a chat with ET Now, Vijai Mantri , MD & CEO, Pramerica Mutual Fund , shares his views on the IT sector. Excerpts: ET Now: Between large cap, midcap IT, where would the preference be because valuations are clearly in favour of midcap IT for the last one year and they have stayed that way. Can that change in the medium term? Vijai Mantri: In the IT sector , you have to be little selective. So we are overweight on a couple of large IT stocks and we are overweight on couple of small IT stocks.

In a chat with ET Now, Vijai Mantri , MD & CEO, Pramerica Mutual Fund , shares his views on the banking sector. Excerpts: ET Now: What is the thought on banking now? Are you also of the belief that interest rates will come down sooner rather than later and banking probably would be on an upward trajectory and if so, where do you find favour, large cap, midcap, PSU, private, what is your favourite? Vijai Mantri: When you look at the banking sector , interest rate is not the sole criteria by which you judge the banking industry because it could be a short term tactical play but bank is an interest rate neutral play.

In a chat with ET Now, Bhavin Shah, CEO, Equirus Securities, shares his views on the Infosys rejig. Excerpts: ET Now: How material impact would this news be on Infy? Bhavin Shah: I would not consider it to be very material. There has been some breach of code of conduct and for that, this sort of an action has been taken. ET Now: So you do not believe it gives out any signal to clients, and does it have any impact on the BPO operations? Bhavin Shah: I guess they would have to manage the transition quickly and effectively, but I still think it is not having any significant negative impact.

ET Now: Can Wipro revive and catch up to what Tech Mahindra, HCL Tech or TCS have done in the recent past? Kunj Bansal: I do not feel that. If we look at the long term comparative performances of the stocks within IT and large cap IT, five names come to mind. Infosys, TCS, HCL Tech, Tech Mahindra and Wipro of which Tech Mahindra has grown from a midcap to large cap. So as HCL Tech if we take last two-three years. There are three clear outperformers. The outperformers are HCL Tech, Tech Mahindra and TCS. Infosys and Wipro have continued to lag the other three.

In a chat with ET Now, Prakash Diwan , Director, Altamount Capital Management, shares his investment ideas. Excerpts: ET Now: For the long term, give me an investment idea, one from the large cap, one midcap and one small cap theme. Prakash Diwan: A company like Marksans Pharma has always been a favourite for traders in the small cap space. It is making right moves like Aurobindo Pharma or Life Sciences have started doing collaborative works with some of the US companies and that is the way forward for most of these smaller companies to scale very rapidly.

In a chat with ET Now, Mitesh Thacker, Technical Analyst, miteshthacker.com, shares his views on the markets. Edited Excerpts: ET Now: How are you summing up trade and what do you think will happen for the rest of the week? Do the midcap, small caps outperform? Mitesh Thacker:The up move started from levels of 7730 and reached around 8330. It is 600 point which has already happened in the space of about 9 to 10 sessions. There is some kind of extreme overbought tradings on the index as well as some of the large cap names.

In a chat with ET Now, Ashwani Gujral , Fund Manager at Ashwanigujral.com, shares his thoughts on the market. Excerpts: ET Now: F&O expiry or the Fed event too has not dampened the mood in the market. The question is, can we build on from here at the start of the new series or over the course of the next few days? Ashwani Gujral: Since the last two or three sessions, other indices have also been participating - particularly energy and IT. That way, Bank Nifty does not take on the entire burden and in markets that see a good sector rotation, chances are that it will do much better.

In a chat with ET Now, Vikas Khemani of Edelweiss Financial Services , shares his thoughts on the IT sector and Tech Mahindra in particular. Excerpts: ET Now: What is your view on large cap IT, particularly Tech Mahindra? Vikas Khemani: We have been very positive on Tech Mahindra and we continue to believe that it will outperform the industry growth. Moreover, the company also does not have a challenge in terms of a large base which most of the other large companies such as TCS and Infosys are facing.

In a chat with ET Now, Porinju Veliyath, MD & Portfolio Manager, Equity Intelligence India, talks about the market, some sectors and stocks. Excerpts: ET Now: Most of the guests that we interviewed on ET Now for the muhurat trading session and otherwise were saying that the bull run will continue for the next 12 months at least, if not more. How are you positioning yourself for this bull run? What spaces are you bullish on? What spaces are to avoid over the next 12 to 24 months?

MUMBAI: Equity funds have continued their buoyant run in the quarter ended September 2014, riding on small and mid-cap stocks, according to Crisil data. Small and midcap funds were in the best performing category, with the Crisil-AMFI Small & Midcap Fund Performance Index delivering highest returns in all time frames ended September 30, 2014, a Crisil release said here today. The category delivered absolute returns of 7.74 per cent for the quarter, compared to the Crisil-AMFI Equity Fund Performance Index's 4.39 per cent and the CNX Nifty's 4.64 per cent.